See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,931 | $70,606-94.4% | $53,898-92.7% | $142,382-97.2% |
| Participation rate | 76.9% | 63.7%+13.2pp | 55.0%+22.0pp | 80.1%-3.2pp |
| Annual return | 21.44% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $881 | $2,364-62.7% | $1,826-51.7% | $6,507-86.5% |
| Admin fee / account holder | $38 | $2,852-98.7% | $2,491-98.5% | $12,624-99.7% |